Managed the accounting and finance functions of a mid-sized medical device manufacturer/distributor. Updated and improved systems and processes to create more efficient and accurate reporting. Coordinated relationships with outside banking, insurance and accounting professionals

Assist small to medium sized businesses as an interim/fractional CFO, Controller and financial management consultant. Review processes, systems and controls for efficiency, effectiveness and suitability. Help management to better understand and improve bottom line results. Suggest and assist in the implementation of accounting and ERP systems including QuickBooks, Xero and Microsoft Dynamics products.

Responsible for the oversight and management of all financial & accounting functions for a group of mid-sized, family owned facilities management companies.Developed improved financial reporting processes and procedures.Reviewed and cleaned up data to provide a more accurate reporting of financial results.

Managed the accounting and finance functions of a mid-sized medical device manufacturer/distributor. Updated and improved systems and processes to create more efficient and accurate reporting. Coordinated relationships with outside banking, insurance and accounting professionals

Reporting to the CFO, responsible for the management of treasury, AR and financial systems functions within an $80 million pharmaceutical loyalty marketing firm. Oversaw the cash management and reconciliation process of over 30 bank accounts. Managed cash to comply with bank requirements for a variety of copay programs including debit card funding. Researched, recommended and implemented systems to better support the financial reporting needs of the company.

Reporting to the CEO, responsible for all financial and HR aspects of an early stage medical device manufacturer. Present financial highlights to the board of directors on a quarterly basis and respond to investor inquiries as needed. Oversee investment of significant excess working capital funds. Administer employee stock option program. Ensure compliance with all regulations. Researched, evaluated and implemented a new ERP system to replace existing system. Manage sales team incentive… Show more Reporting to the CEO, responsible for all financial and HR aspects of an early stage medical device manufacturer. Present financial highlights to the board of directors on a quarterly basis and respond to investor inquiries as needed. Oversee investment of significant excess working capital funds. Administer employee stock option program. Ensure compliance with all regulations. Researched, evaluated and implemented a new ERP system to replace existing system. Manage sales team incentive compensation program. Show less

Responsible for the oversight and implementation of the incentive compensation system, sales analysis, budget preparation and analysis, management of travel and expenses and evaluation of financial systems and procedures. Worked with the controller to ensure a timely and accurate monthly bookclose. Analyzed material and labor costs to determine product profitability. Reviewed accounting procedures to ensure compliance with latest GAAP. Managed J-Sox process and worked with the external… Show more Responsible for the oversight and implementation of the incentive compensation system, sales analysis, budget preparation and analysis, management of travel and expenses and evaluation of financial systems and procedures. Worked with the controller to ensure a timely and accurate monthly bookclose. Analyzed material and labor costs to determine product profitability. Reviewed accounting procedures to ensure compliance with latest GAAP. Managed J-Sox process and worked with the external auditors to ensure compliance. Show less

Assisted clients of varied stages and sizes with systems evaluation, implementation and testing; process improvement and documentation; transition of duties; fraud investigation; bookclose; consolidation; audit preparation; vendor relations; expense tracking and controls; treasury and cash management; government reporting; and special projects as needed.Assignments•Controller of an $800 Mill early-stage renewable energy private equity firm (Hudson Clean Energy)Reporting to the… Show more Assisted clients of varied stages and sizes with systems evaluation, implementation and testing; process improvement and documentation; transition of duties; fraud investigation; bookclose; consolidation; audit preparation; vendor relations; expense tracking and controls; treasury and cash management; government reporting; and special projects as needed.Assignments•Controller of an $800 Mill early-stage renewable energy private equity firm (Hudson Clean Energy)Reporting to the CFO, managed the accounting department of a start-up private equity firm until permanent staff could be hired. Supervised all accounting functions including AR, AP, payroll, GL maintenance and bookclose. •Financial Analyst for a $300 million medical information business unit of Major information publisher (Thompson Healthcare) Managed the monthly global consolidation of the business unit to ensure submission of timely and accurate results by all entities. •Accounting Manager for the North American ophthalmic business unit of a large Japanese manufacturer (Topcon)Managed the daily accounting, treasury and bookclose process for two subsidiaries and assisted in the corporate consolidation. Coordinated completion of government reports and sales tax submissions. Worked with the external auditors to ensure needed information was supplied quickly and accurately. Show less

Assisted Fortune 500 companies on an interim or project basis in areas including consolidation; bookclose; treasury; executive and intercompany loans; headcount reporting; intercompany reconciliation; systems administration and special projects as needed.•Financial Analyst for a major insurance company (MetLife)Compiled and summarized international headcount from detailed country specific templates into a variety of management reports.•Accounting Manager for a large regional… Show more Assisted Fortune 500 companies on an interim or project basis in areas including consolidation; bookclose; treasury; executive and intercompany loans; headcount reporting; intercompany reconciliation; systems administration and special projects as needed.•Financial Analyst for a major insurance company (MetLife)Compiled and summarized international headcount from detailed country specific templates into a variety of management reports.•Accounting Manager for a large regional utility company (PSEG)Managed the monthly bookclose and account reconciliation process for all balance sheet accounts.•Financial Analyst for the Global Tax department of a major industrial conglomerate (Tyco International)Administered Hyperion Enterprise for the company’s global tax department. Developed and utilized reports to identify dormant legal entities that could be eliminated for reporting purposes. Assisted in realigning the legal entity reporting in Hyperion Enterprise.•Senior Accountant for a major industrial conglomerate (Tyco International)Managed the accounting and bookclose processes for all balance sheet accounts. Confidentially maintained net account balances owed to the company by top level executives involved in a major corporate fraud case. Maintained accounting for and calculated imputed interest on, low interest loans made to highly compensated executives via key employee loan program.•Global Consolidation Senior Accountant for a major industrial conglomerate (Tyco International)Managed the intercompany accounting, treasury and consolidation of over 50 legal entities. Compiled information for and completed various government surveys. Show less

• Developed and implemented audit plans related to asset based lending due diligence and recurring collateral examinations reducing the risk of fraud. • Audited and reviewed various areas of borrower operations and financial statements to ensure compliance with loan covenants. • Made recommendations regarding the adequacy of collateral pledged in the issuance of asset based loans.